Creating Saved Searches for all Users

If you are an Info Manager, you can create saved searches that are available to all users in the system.

To create a saved search that is available to all users:

1. Select the Find menu button and select an entity from the Find drop-down list, for example Company.
2. Select your required search criteria and click on the Find button. Your search results are displayed.
3. Click on the New Search button next to the Saved Search drop-down. The Saved Search details box is displayed.
4. Type in the name of the new saved list, for example, San Francisco Companies - 21 - 50 Employees.
5. Select the Available To All Users check box and select Save.

Go to Finding Information home page...

See Also:

Basic Search Techniques

Searching for a Person

Searching for a Company

Finding an Opportunity

Finding a Case

Finding Solutions

Combining Search Criteria

Creating a New Saved Search

Updating a Saved Search